Latest Articles

April 22, 2022 

Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and local taxes, federal taxes, and strategic planning. As sales tax issues grew more complex, he saw increasing demand ...

April 21, 2022 

For finance and accounting (F&A) teams, digital transformation is optimizing the use of technology solutions to engage, communicate and collaborate with stakeholders virtually. This topic is top of mind across all industry leaders.

April 21, 2022 

You’ve probably heard of concierge services in healthcare with boutique medicine, platinum practice, or membership-based care. Accountant concierge services are similar. Instead of billing hourly, clients pay a simple monthly fee, giving them all-year ...

April 21, 2022 

At the start of the 2022 tax season, the American Institute of CPAs (AICPA) joined a diverse coalition of stakeholders representing tax practitioners, businesses and taxpayers from many divergent backgrounds. The Tax Professionals United for Taxpayer ...

April 21, 2022 

As your firm starts to grow, things become a lot more complicated. You start to onboard new clients every month, you have to train new staff members to handle the growing workload, and you need to keep track of everything to ensure nothing slips ...

Shahram Zarshenas

April 21, 2022 

The integration provides a modern payment tool for tax resolution professionals and their clients to benefit from by giving users a more streamlined payment management solution.

April 21, 2022 

The U.S. Census projects that minority populations will comprise more than 50% of the total population in 2045, with the largest growth among multiracial individuals. Firms will need to better reflect the ethnic and racial makeup of their communities ...

Accounting April 21, 2022 

Many RPA solutions are designed to be used by business users like accounting professionals, and while some tasks will still require the assistance of an IT professional, with some training, these “low-code/no-code” tools can bring the power of ...

Brian Tankersley

April 19, 2022 

For the last 15 years, McNulty has supported many of the leading public sector firms providing services to the U.S. Government. Their team of research analysts, technology experts, pricing and financial analysts, technologists, and parametric modelers ...

April 19, 2022 

Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that ...

Roman Kepczyk

April 19, 2022 

The next two months offer great opportunities to research, acquire and pilot new tools and processes so they become the new firm standard before the September and October deadlines. Below we outline 10 tips to optimize your post-busy season debrief ...

Roman Kepczyk

April 19, 2022 

As fraud has evolved and become more difficult for humans to identify, finance organizations need to place a heavier reliance on technology. AP teams armed with powerful and intelligent AP automation technology can do more than win a battle against fraud.